Rebecca Susan Kennell

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2004 → Present
  Commonwealth Financial Network
  Waltham, MA

Other Businesses

1. CONSULTANT FOR MAS PRODUCTIONS AS MUSICIAN/ENTERTAINER. NOT AT BRANCH LOCATION, NOT INVESTMENT RELATED. 2. INSURANCE SALES, AS AGENT, AT BRANCH LOCATION, INVESTMENT RELATED 3. TRUSTEE FOR FAMILY-RELATED TRUST; INVESTMENT RELATED. 3. CREATIVE FINANCIAL DESIGN; OWNER; ENTITY CREATED FOR SECURITIES BUSINESS, INVESTMENT RELATED 4. OWNER, MUSICA, LLC; PRIVATE ENTITY ESTABLISHED FOR CONCERT PRODUCTION AND SUPPORT; LOCATED AT 4647 N. 32ND STREET B210 PHOENIX AZ 85018; AS OF 5/05/2025; 3% OF TIME SPENT DURING BUSINESS HOURS; CONDUCTED AT BRANCH LOCATION; NOT INVESTMENT RELATED.

Exams

• S66 Uniform Combined State Law Examination
  2004-12-13
• S63 Uniform Securities Agent State Law Examination
  2000-12-27

Designations

• Certified Financial Planner

Other Names

• Rebecca S Kennell
• Rebecca Kennell